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Portland Financial Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Portland Financial Advisors’s Portfolio CLIP Stock Details CLIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339K Buy
3,382
+184
+6% +$18.4K 0.71% 50
2025
Q4 		$320K Buy
3,198
+647
+25% +$64.9K 0.68% 50
2025
Q3 		$256K Buy
+2,551
New +$256K 0.55% 62

Other funds holding CLIP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RG
RHL Group Holly, Michigan $117M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Portland Financial Advisors's CLIP Position: Q1 2026 in Review

Portland Financial Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 5.8% in Q1 2026, buying an estimated $18.4K and bringing the position to 3,382 shares worth $339K. The position accounts for 0.71% of the portfolio, ranked #50.

Portland Financial Advisors first reported a position in CLIP in Q3 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

  • Portland Financial Advisors held 3,382 shares of Global X 1-3 Month T-Bill ETF worth $339K as of Q1 2026.
  • Portland Financial Advisors bought 184 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $18.4K.
  • Global X 1-3 Month T-Bill ETF made up 0.71% of Portland Financial Advisors's portfolio in Q1 2026, its #50 holding.
  • Portland Financial Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Portland Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.